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Blog, Tip of the Week

How to Generate Grand Total Summary Reports in Salesforce

 

The reports and dashboards in Salesforce can be customized to show you just about anything you want to see. This can be a great benefit for any business because you can get in-depth details on your sales team and performance, marketing initiatives, overall ROI and more. Of course, becoming a master of reporting can take quite a bit of time and practice.

One situation that occurs often is when you want to group a few different elements into a single summary report to show a bigger picture. So what do you do if you’re looking to show a report grouping’s share of the grand total? Pretty simple. You just a add custom summary formula at the summary level from the “Fields” pane in Reports. Here’s the steps to make this happen:

Standard Reports

    • Under ‘Formulas’ in the field window, double-click Add Formula.
    • Enter a name for the formula and a short description
    • From the ‘Format’ picklist, select Percent.
    • Under “Decimal Places,” select the number of decimal places to be displayed.
    • Select the Display Area where the calculated formula should be displayed – select Grouping1 to calculate percentage according to rows.
  • Note: Grouping1 won’t display if your report has not already been grouped prior to creating the formula.
  • Build your formula:
    • To display the percentage of fields by grouping at a summary level, select the RowCount to consider total number of rows in each grouping and use the formula structure PARENTGROUPVAL(summary_field, grouping_level)
    • Complete Formula:  RowCount / PARENTGROUPVAL(RowCount, GRAND_SUMMARY)

Matrix format reports

If you have a Matrix format report, the formula “RowCount / PARENTGROUPVAL(RowCount, GRAND_SUMMARY)” will result in an error reading “Error: Invalid custom summary formula definition: Incorrect number of parameters for function ‘PARENTGROUPVAL()’. Expected 3, received 2.”

This error occurs because 3 parameters must be defined for this report format, for example: PARENTGROUPVAL(summary_field, parent_row_grouping, parent_column_grouping)

For Matrix format reports, your complete formula would be RowCount / PARENTGROUPVAL(RowCount, ROW_GRAND_SUMMARY, COLUMN_GRAND_SUMMARY)

That wasn’t so hard, was it?  Need to learn more about how to group your reports? Click here!

 

-Ryan and the CloudMyBiz Team

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